Axis Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Axis Wealth Partners’s Portfolio SUB Stock Details SUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$214K	Buy	+2,010	New	+$214K	0.1%	175
2025 Q2	–	Sell	-2,800	Closed	-$296K	–	151
2025 Q1	$296K	Sell	2,800 -4	-0.1%	-$423	0.22%	112
2024 Q4	$296K	Buy	+2,804	New	+$296K	0.25%	105

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Axis Wealth Partners's SUB Position: Q2 2026 in Review

Axis Wealth Partners opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 2,010 shares worth $214K. The stake represents 0.1% of the portfolio and ranks #175 among its holdings. This is a return to the name: Axis Wealth Partners previously reported a position in SUB as recently as Q1 2025.

Axis Wealth Partners first reported a position in SUB in Q4 2024 and has held it in 3 quarters since. The position peaked at $296K in Q4 2024. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Axis Wealth Partners held 2,010 shares of iShares Short-Term National Muni Bond ETF worth $214K as of Q2 2026.
iShares Short-Term National Muni Bond ETF was a new Axis Wealth Partners position in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.1% of Axis Wealth Partners's portfolio in Q2 2026, its #175 holding.
Axis Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 3 quarters since.
Axis Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $296K in Q4 2024.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.